This document outlines how to add a Vertical in CAKE Basic.

Adding a Vertical is the first step in the workflow process.  Verticals are used to categorize Offers and in the case of Hosted and Host and Post Offers, play a large role in the fields collected for Offers within that Vertical.

Before adding new Verticals, Verticals require a Vertical Category, which is a broader categorization of Verticals.

To add new Vertical Categories

  1. Click on the Setup Main Tab
  2. Click on the Other Lists Sub Tab
  3. Click on the Add button under Vertical Categories


  4. The Vertical Category name is required, but a featured Offer is not. Click Update once you've added the name.


 

To add a new Vertical

  1. Click on the Setup Main Tab
  2. Click on the Verticals Sub Tab
  3. Click on the Add Vertical button
  4. The Add a New Vertical Wizard will open


  5. Click Next once you've added the Vertical Name and the Vertical Category (both are required)
  6. Once you're confirmed your name and Vertical Category, click Finish to save/add.